Mirova Global Sustainable Equity Fund Class Y (ESGYX) Research
The fund's core objective is to generate substantial capital appreciation over the long term. Under typical market conditions, at least 80% of its portfolio is dedicated to equity instruments, which can encompass common stocks, preferred stocks, depositary receipts, and Real Estate Investment Trusts (REITs). Its investments span companies based in a minimum of three distinct countries, potentially including the United States. Moreover, the allocation to companies located outside the U.S. will ordinarily be at least the lesser of 40% or the percentage of foreign entities within its benchmark, the MSCI World Index, minus 5%.
Market snapshot
- Symbol
- ESGYX
- Price
- $21.76
- Day change
- +1.35%
- Market cap
- $819.2M
- 52-week range
- 20.02-23.08
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- American Century Global Real Estate Fd Inv Cl (ARYVX)
- Columbia Small Cap Value Fund II Class A (COVAX)
- Mirova Global Sustainable Equity Fund Class A (ESGMX)
- Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX)
- Global Managed Volatility Fund Class Y (SGLYX)
- Emerging Markets Debt Fund Class Y (SIEDX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
Open Mirova Global Sustainable Equity Fund Class Y (ESGYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.